How To Create New Report From Scratch Within Excel Using Smart View?

This article describes the steps to create a new report from scratch within Excel using Smart View:
  1. Connect to OBIEE instance using Smart View as mentioned in https://blogs.oracle.com/ExalyticsOBIEE/entry/integrating_obiee_with_microsoft_office
  2. Click on Tab OBIEE ->View Designer Pane.
    The 'View Designer' pane will display a layout similar to the 'Criteria' Pager in Analytics.
    Here you can selecting from any subject area in the BI Catalog and drag and drop the dimensions and measures you want into respected rows,columns and Measures section.

    View Designer
  3. Add filters if required.

    Add Filters
  4. This report can then be manipulated either as an Excel pivot table or an OBIEE pivot table.

    Report
  5. Calculated Field can be added through 'Options->Fomulas'.

    Calculated Field

    Calc Field Report

  6. Now create Charts or Graph if required through 'Options->PivotCharts'.You can do any modification that you want using 'Options' tab.

    Pivot Chart

    Excel Chart

  7. Save the Excel document to your personal folder or you can upload to the BI Presentation Catalog using the Publish View button.

    Save

  8. Open the report in the Analysis Editor, just like any other analysis in the catalog.

    9
 NOTE:
Only SmartView 32-bit is supported with OBIEE 11.1.1.7.x.
SmartView 64-bit is not supported since it requires MS Office 2010, which is not certified with OBIEE 11.1.1.7.x
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